I keep hitting the buy button on Meta Platforms (NASDAQ:META | META Price Prediction), and the louder the market panics about the company’s $125 billion to $145 billion capital expenditure plan, the…
Alex Sirois It’s hard to be genuinely bullish on stock markets these days, even as the AI revolution moves ahead and models like Claude Code and Claude Mythos look to transform the way we…
Joey Frenette Although the AI buildout has minted trillions in fresh market value across Wall Street, Howard Marks thinks buyers of these stocks are kidding themselves about what they actually own. On a recent…
Drop $500 into the VanEck Semiconductor ETF (NYSEARCA:SMH) starting in June, 2016, add another $500 every month, and the math pegs the account at $495,000 this week. Total contributions across those ten…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been a huge winner of the AI revolution, but the big question is whether the competition is finally getting a chance to catch up. It…
Joey Frenette I’ll cut to the chase. Oklo (NYSE:OKLO | OKLO Price Prediction) trades at $57.49, well off its 52-week high of $193.84, and our proprietary model still sees real upside from here. Our…
A trillion-dollar market cap used to be a club reserved for software empires and one graphics chip company that surprised the world. Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) now sits…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are up 5% in Friday trading, changing hands near $512 in the afternoon. The move comes after Citi delivered one of the…
Meta Platforms (NASDAQ:META | META Price Prediction) just delivered Q1 revenue of $56.31 billion, up 33% YoY, and EPS of $10.44 against a $6.66 consensus. CEO Mark Zuckerberg said the company is…
Vandita Jadeja Artificial intelligence is reshaping nearly every corner of the technology industry, but it is also transforming corporate finance. Companies are no longer just competing for customers or market share. They are competing…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is back on every screen this week after a 27.98% single-session collapse and a $7 billion equity-linked financing announcement that has retail traders glued…
At $475.51, Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is a Hold. The stock has roughly doubled in five months on accelerating AI demand, and the gap between the operating story…
For much of the past month, Wall Street has been chanting the same three letters: SPCX, the Nasdaq ticker SpaceX intends to use when it begins trading on June 12, 2026. Retail…
Although Wall Street has rewarded every hyperscaler willing to pledge more silicon, more concrete, and more megawatts over the past 24 months, the math behind the AI data center boom is finally…
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are down 6% to $193 and change in midday trading Wednesday, while Arm Holdings (NASDAQ:ARM) stock is off 5% to $309.75. The moves come…
